Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Michelle Hendrickson is a registered representative with Wells Fargo Clearing Services, LLC. Kelly has been in the securities industry since February 10, 2004. Kelly is registered in California, Florida, Minnesota and Wisconsin. Kelly is also licensed as an investment advisor representative in California and Minnesota. Kelly has a Series 7, Series 66, and SIE license. Kelly's prior experience includes working with Wells Fargo Investments, LLC in Minneapolis, Minnesota. Kelly has a history of experience working with individuals, high-net-worth individuals, corporations or other businesses, charitable organizations, insurance companies, pension and profit sharing plans, state or municipal government entities and other investment advisers.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MN
11/19/2013 - Present
Wells Fargo Clearing Services, LLC (SAINT PAUL MN)
MN
02/11/2004 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (MINNEAPOLIS MN)
BOTH
Issued 05/07/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/2004
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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